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Dana Michael Powell DBA Powell Financial Partners

Georgetown, TX, 78626

EIN 74-2602703
Plans
2
Total participants
22
Filing years
2022, 2021, 2020
NAICS
523900
Plan sponsors in TexasFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2022Form 5500-SF001Powell Financial Partners 401(K) Profit Sharing Plan5
2022Form 5500-SF001Powell Financial Partners 401(K) Profit Sharing Plan0
2022Form 5500-SF002Powell Financial Partners Cash Balance Pension Plan5
2022Form 5500-SF002Powell Financial Partners Cash Balance Pension Plan0
2021Form 5500-SF001Powell Financial Partners 401(K) Profit Sharing Plan4
2021Form 5500-SF002Powell Financial Partners Cash Balance Pension Plan4
2020Form 5500-SF001Powell Financial Partners 401(K) Profit Sharing Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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